Fidelity MSCI Consumer Staples Index ETF
FSTA
166 hedge funds and large institutions have $530M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 14 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
64% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 14
23% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 53
17% more capital invested
Capital invested by funds: $454M → $530M (+$75.7M)
4.52% more ownership
Funds ownership: 38.68% → 43.2% (+4.5%)
4% more funds holding
Funds holding: 160 → 166 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$60.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.8M |
| 3 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
+$10.9M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.16M |
| 5 |
PG
Prostatis Group
Hanover,
Maryland
|
+$6.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$23.3M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$6.54M |
| 3 |
Goldman Sachs
New York
|
-$2.49M |
| 4 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
-$2.03M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2M |
FSTA Hedge Fund Activity: Q2 2023 in Review
166 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q2 2023, worth a combined $530M — up 17% from $454M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FSTA positions and 14 closed out — a net gain of 9 holders — while 65 added to existing stakes and 53 trimmed.
The largest buyer was Charles Schwab, adding an estimated $60.5M. The largest seller was Cetera Advisor Networks, cutting an estimated $23.3M.
- 166 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q2 2023, up from 160 in Q1 2023.
- Funds reported $530M of Fidelity MSCI Consumer Staples Index ETF stock for Q2 2023, up 17% quarter-over-quarter.
- 23 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q2 2023 and 14 closed out, a net change of +9 holders.
- The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q2 2023 was Charles Schwab, an estimated $60.5M added.
- The largest Fidelity MSCI Consumer Staples Index ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $23.3M sold.
Based on aggregated 13F filings for Q2 2023.